Series 66 Video Course
Pass the Series 66 the first time! Let Brian Lee take you through all the testable content you need to know to pass the first time.
Enroll in Course
Brian Lee, one of the most dynamic instructors, takes you through the Series 66 : what is on the test, how it looks on the test and how you should answer it on the test.
Your Instructor
Brian Lee has been helping students pass their exams for over 20 years. Brian began teaching Series 7 in 1995 in Portland, Or and Seattle, Wa and is the founder of TestGeek Exam Prep, LLC.
Course Curriculum
Module 1 Economic Factors & Business Information
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Module 2 Investment Vehicles
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Module 3 Client Recommendations & Investment Strategies
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after you enroll
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StartLesson 1 - Customers - Forms of Businesses and Trusts (15:14)
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StartLesson 2 - Client Suitability (18:26)
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StartLesson 3 - Market Theory, Investment Strategies & Styles (27:34)
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StartLesson 4 - Investment Techniques (10:43)
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StartLesson 5 - Tax Issues & Retirement Plans (18:35)
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StartLesson 6 - Special Types of Accounts & Trading Securities (24:21)
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StartLesson 7 - Performance & Benchmarks (12:05)
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.